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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,896 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 676 increasing their positions, 789 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,896
Holders Change
-81
Holders Change %
-4.1%
% of All Funds
30.35%
Holding in Top 10
179
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-11.82%
% of All Funds
2.86%
New
114
Increased
676
Reduced
789
Closed
153
Calls
$36.1B
Puts
$82B
Net Calls
-$45.9B
Net Calls Change
-$13.9B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.23B
2
BPC
Banque Pictet & Cie
Switzerland
+$557M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$452M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$397M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$333M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$436M
2
BlackRock
BlackRock
New York
-$400M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$400M
4
Millennium Management
Millennium Management
New York
-$320M
5
Citadel Advisors
Citadel Advisors
Florida
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1626
JGP Wealth Management
Oregon
$231K – – –
OWM
1627
Orgel Wealth Management
Wisconsin
$230K -$2.5K -14 -1%
PSCM
1628
Per Stirling Capital Management
Texas
$230K – – –
SWA
1629
Strata Wealth Advisors
Texas
$229K +$229K +1,286 New
EWA
1630
EP Wealth Advisors
California
$229K -$2.73M -28,064 -92%
ICP
1631
Interchange Capital Partners
Pennsylvania
$228K +$228K +1,278 New
ZIG
1632
Zuckerman Investment Group
Illinois
$227K – – –
NDSI
1633
Newman Dignan & Sheerar Inc
Rhode Island
$227K – – –
PP
1634
PrairieView Partners
Minnesota
$227K -$533 -3 -0.2%
SIA
1635
Strategic Investment Advisors
Michigan
$227K -$19.3K -108 -8%
IPW
1636
Inlet Private Wealth
Florida
$226K – – –
FWM
1637
Forza Wealth Management
Florida
$226K +$226K +1,265 New
RPCA
1638
Running Point Capital Advisors
California
$225K – – –
FWI
1639
Facet Wealth Inc
Maryland
$224K -$39.4K -221 -15%
EB
1640
Eastern Bank
Massachusetts
$224K – – –
DP
1641
Dearborn Partners
Illinois
$224K – – –
CPA
1642
Capital Planning Advisors
California
$223K -$7.31K -41 -3%
SW
1643
SlateStone Wealth
Florida
$222K +$222K +1,246 New
CCA
1644
Cora Capital Advisors
New Jersey
$222K -$78.5K -440 -26%
FNWM
1645
Financial Network Wealth Management
Utah
$221K +$5.71K +32 +3%
KW
1646
KWB Wealth
California
$220K – – –
CCG
1647
Coastwise Capital Group
California
$220K -$1.43K -8 -0.6%
LWP
1648
Laurel Wealth Planning
Minnesota
$220K – – –
BSSFA
1649
Baron Silver Stevens Financial Advisors
Florida
$220K -$40.9K -229 -16%
RAM
1650
Riggs Asset Management
Pennsylvania
$220K +$58.2K +326 +36%
64 65
66
67 68